Get Za Old Mutual Protektor Preservation Fund Full Withdrawal Advice Form 2019-2026

Filling out the ZA Old Mutual Protektor Preservation Fund Full Withdrawal Advice Form online can be a straightforward process when you follow the correct steps. This guide will walk you through each section of the form to ensure that all necessary information is accurately provided.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. Begin with the FUND DETAILS section, where you will need to specify your reference numbers for both the Protektor Preservation Pension Fund and Provident Fund.
3. Proceed to SECTION 1 MEMBER DETAILS. Fill in your surname, first names, identity number or passport number if you are a foreign national, and the country of issue of your passport. Include your address, postal code, suburb, city, telephone number, cellphone number, and email address. Remember to enclose an original certified copy of your identity document.
4. In SECTION 2 WITHDRAWAL BENEFIT PAYMENT OPTIONS, select the applicable section: 2A for full withdrawal, 2B for partial withdrawal, or 2C for emigration. If selecting 2A, specify your preferred option for withdrawal and provide a cash amount before tax, mentioning the name of the approved fund where necessary.
5. If you selected SECTION 2B for partial withdrawal, indicate the cash amount before tax, ensuring that you understand you cannot make another cash withdrawal from this investment.
6. For SECTION 2C regarding emigration, provide necessary documentation as listed, including a letter from the Authorized dealer and a Tax Clearance Certificate, depending on the nature of your withdrawal.
7. In SECTION 3 YOUR INCOME TAX DETAILS, be sure to include your tax number.
8. SECTION 4 involves disclosing any divorce or maintenance court orders. If applicable, tick the YES box and attach certified copies of the relevant orders.
9. Proceed to SECTION 5 YOUR BANK ACCOUNT DETAILS. Enter the name of the account holder, bank, branch, account number, bank branch code, and type of account (cheque or savings).
10. In SECTION 6 DECLARATION BY MEMBER, read and acknowledge your understanding of the conditions outlined and then provide your signature and the date.
11. Finally, review all entries for accuracy, save your changes, and proceed with downloading, printing, or sharing the form as needed.

Begin the process by filling out your form online today!